Profit Sharing · DOL Form 5500 · 2023

The Joyce Foundation Profit Sharing Plan

Data updated 2026-08-11

$8M
Total assets
32
Participants
53rd
Percentile by assets
$238,966
Avg per participant
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Official DOL plan name: The Joyce Foundation Employees Pension Plan · Sponsored by The Joyce Foundation · Illinois · Other Services

$8M in assets, 32 participants

The Joyce Foundation's The Joyce Foundation Employees Pension Plan reported $8M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 53rd percentile by assets (of 127,072 plans)
  • #5,680 in Other Services (7,857 peers)

The Joyce Foundation multi-year trail

The Joyce Foundation's plans moved +39.0% in assets from 2022 to 2024; this filing shows The Joyce Foundation Employees Pension Plan at $8M / 32 participants.

$8M
total plan assets (2023 EOY)
32
covered participants
53rd
percentile by assets (of 127,072 plans)
$238,966
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Joyce Foundation Employees Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Joyce Foundation Employees Pension Plan reported participants rose from 23 in the plan year 2022 filing to 32 in the plan year 2023 filing.
  • The Joyce Foundation Employees Pension Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

The Joyce Foundation across 3 plan years on file

Across the 3 plan years The Joyce Foundation has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $9M, a gain of 39.0%, while reported participants moved from 23 to 34 (+47.8%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($6M).

The Joyce Foundation multi-year asset trail

$6M$7M$8M$9M$10M 202220232024 $6.38M $8.87M ▲ +39.0%
Total plan assets by year, all The Joyce Foundation plans on file
Year Plans Participants Total Assets
2022 1 23 $6M
2023 1 32 $8M
2024 1 34 $9M

The Joyce Foundation filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN366079185
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Joyce Foundation Employees Pension Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

The Joyce Foundation Employees Pension Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants The Joyce Foundation…W. W. Grainger, Inc.…Electrical Contracto…Mcmaster-Carr Supply…Mid-America Carpente…Carle Foundation Hos…
The Joyce Foundation Employees Pension Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Joyce Foundation Employees Pension Plan by total assets, not by location.

Frequently Asked Questions

How did The Joyce Foundation Employees Pension Plan assets move in 2023?
The Joyce Foundation Employees Pension Plan grew sharply - up 19.8% during 2023, from $6M to $8M. Reported net income was $1M.
How have The Joyce Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), The Joyce Foundation's sponsor-wide assets grew 39.0%, from $6M to $9M.
Which Profit Sharing plans are similar in size to The Joyce Foundation Employees Pension Plan?
Among Profit Sharing plans in other states, the closest by assets is Novasel & Schwarte Investments, Inc. Profit Sharing Plan in CA ($8M, 4 participants).

Next read for The Joyce Foundation Employees Pension P…

Multi-year trail

Ways to act on The Joyce Foundation Employees Pension Plan's numbers.